Hershey Financial Advisers LLC Makes New Investment in Vanguard Utilities ETF $VPU

Hershey Financial Advisers LLC acquired a new stake in Vanguard Utilities ETF (NYSEARCA:VPU) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 9,818 shares of the company’s stock, valued at approximately $1,733,000. Vanguard Utilities ETF accounts for approximately 1.6% of Hershey Financial Advisers LLC’s investment portfolio, making the stock its 21st largest holding.

A number of other institutional investors and hedge funds have also made changes to their positions in VPU. Tower Research Capital LLC TRC purchased a new position in shares of Vanguard Utilities ETF during the 2nd quarter valued at approximately $2,826,000. Corient Private Wealth LLC grew its position in shares of Vanguard Utilities ETF by 90.6% in the second quarter. Corient Private Wealth LLC now owns 228,180 shares of the company’s stock valued at $40,277,000 after purchasing an additional 108,479 shares during the period. Captrust Financial Advisors increased its stake in shares of Vanguard Utilities ETF by 2.0% during the second quarter. Captrust Financial Advisors now owns 228,944 shares of the company’s stock worth $40,411,000 after purchasing an additional 4,591 shares in the last quarter. Visionary Wealth Advisors increased its stake in shares of Vanguard Utilities ETF by 4.4% during the second quarter. Visionary Wealth Advisors now owns 24,183 shares of the company’s stock worth $4,269,000 after purchasing an additional 1,024 shares in the last quarter. Finally, Two Sigma Securities LLC acquired a new position in shares of Vanguard Utilities ETF during the 2nd quarter worth about $293,000.

Vanguard Utilities ETF Trading Down 0.6%

VPU stock opened at $186.01 on Friday. The business’s 50-day moving average is $193.63 and its 200 day moving average is $185.68. The stock has a market cap of $7.59 billion, a price-to-earnings ratio of 20.60 and a beta of 0.61. Vanguard Utilities ETF has a 12-month low of $154.00 and a 12-month high of $203.15.

Vanguard Utilities ETF Company Profile

Vanguard Utilities ETF (the Fund) is an exchange-traded class of shares issued by Vanguard Utilities Index Fund. The Fund tracks the performance of Morgan Stanley Capital International United States Investable Market Utilities Index, an index made up of stocks of large, medium-size and small United States companies in the utilities sector, as classified under the Global Industry Classification Standard (GICS).